Client-Focused Consumer Loan Specialist

Unity Bank; Fall Creek (WI); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Disability insurance

Employee assistance program

Health insurance

Health savings account

Flexible Spending Account

Life insurance

Paid time off

Vision insurance

Pet Wellness

Norton LifeLock, etc.

Job summary

Unity Bank in Augusta, WI is seeking a Consumer Loan Support Specialist to build lasting client relationships and provide lending products that fit needs. You will review applications for completeness, collect customer information, and enter data into banking software with accuracy and timeliness.

Responsibilities include growing the consumer loan portfolio, cross-selling products, assisting with delinquent loans, ensuring regulatory compliance, and collaborating with Retail Operations and

Qualifications

• Bachelor’s degree in business administration or a related field or equivalent working experience preferred
• Two (2) or more years of retail banking experience preferred

Responsibilities

• Grow the consumer loan portfolio and cross-sell a full range of loan products.
• Take in new consumer loan applications, gather customer information, and enter data into banking software accurately and promptly.
• Review all consumer loan applications for completeness and accuracy.
• Assist with delinquent loans under 30 days past due and work to minimize losses.
• Ensure adherence to regulatory privacy policies and internal procedures.
• Seek ongoing learning to enhance product knowledge, compliance and customer service skills.
• Collaborate with Retail Operations, Deposit Operations and Management Team to create a seamless client experience.

Skills

Customer service

Cross-selling

Banking operations

Regulatory compliance

Communication skills

Education

Bachelor’s degree in business administration or related field

Two years retail banking experience

Tools

Banking software

Job description

Unity Bank in Augusta, WI is seeking a Consumer Loan Support Specialist to build lasting client relationships and provide lending products that fit needs. You will review applications for completeness, collect customer information, and enter data into banking software with accuracy and timeliness.

Responsibilities include growing the consumer loan portfolio, cross-selling products, assisting with delinquent loans, ensuring regulatory compliance, and collaborating with Retail Operations and